Recent Posts
Smart Strategies and Considerations for Business Succession Planning
As a business owner, you’ve undoubtedly poured countless hours and immeasurable effort into your enterprise. The triumphs and trials of your journey thus far have shaped your business and contributed to its current success. But have you given due thought to what happens when you’re no longer at the helm? Business succession planning is a
Read More
Proactive Business Succession Planning: Essential Strategies for a Secure Future
Navigating the world of business succession planning can be a challenging task, especially when one does not have a clear roadmap to follow. To help simplify this complex process, we will delve into the essential techniques and factors to consider when developing your business succession plan. Succession planning is a fundamental yet often overlooked part
Read More
Understanding the Impact of New Federal Reporting Regulations on Your Business
In today’s evolving economic landscape, staying informed about the latest legislative changes is essential for maintaining a thriving business. One such crucial amendment involves the Corporate Transparency Act (CTA), as outlined in the newly published report by the U.S. Department of the Treasury. The CTA significantly alters federal reporting requirements for business entities, impacting how
Read More
WHAT WE DO
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.
Who We Help
Executives and Professionals
Shah total planning works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Men and Women in Transition
For men and women in transition (for example, divorcees or widows), Shah Total Planning provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Entrepreneurs and Business Owners
Shah Total Planning supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Shah Total Planning assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
HOW WE HELP
Competence
Financial Planning
Holistic Asset Integration
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Generating Income Strategies
Tax/Estate Considerations
Specialized Expertise
Coaching
Education
Saving and Spending
Adherence to Plan and Goals
Set Realistic Expectations
Emotions, Biases and Stress
Objective Feedback
Trusted Second Opinion
Life/Business Transition
Convenience
Time Savings
Create Personalized Service
Coordinate Trusted Professionals
Integrated and Holistic View
Vendor Selection and Monitoring
Secure Technology
Continuity
Spouse Involvement
Joint Objectives
Children Engagement
Family Values
Multigenerational Planning
Legacy
Philanthropy
Our Process
Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.
Why Me?
Neel Shah JD, CFP®,
Legal Expert | Tax Strategist | Financial Advisor |
Life Planner
ABOUT NEEL
Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.
View Neel's profile pageNews and Insights
Quarterly Economic Update
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.
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Recent Posts
Smart Strategies and Considerations for Business Succession Planning
As a business owner, you’ve undoubtedly poured countless hours and immeasurable effort into your enterprise. The triumphs and trials of your journey thus far have shaped your business and contributed to its current success. But have you given due thought to what happens when you’re no longer at the helm? Business succession planning is a
Read More
Proactive Business Succession Planning: Essential Strategies for a Secure Future
Navigating the world of business succession planning can be a challenging task, especially when one does not have a clear roadmap to follow. To help simplify this complex process, we will delve into the essential techniques and factors to consider when developing your business succession plan. Succession planning is a fundamental yet often overlooked part
Read More
Understanding the Impact of New Federal Reporting Regulations on Your Business
In today’s evolving economic landscape, staying informed about the latest legislative changes is essential for maintaining a thriving business. One such crucial amendment involves the Corporate Transparency Act (CTA), as outlined in the newly published report by the U.S. Department of the Treasury. The CTA significantly alters federal reporting requirements for business entities, impacting how
Read More